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Advisor Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Advisor Group’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$30.8M Sell
363,573
-6,562
-2% -$556K 0.21% 90
2019
Q3 		$31.4M Buy
370,135
+18,205
+5% +$1.54M 0.23% 82
2019
Q2 		$29.8M Sell
351,930
-117,689
-25% -$9.91M 0.23% 76
2019
Q1 		$39.5M Sell
469,619
-150,636
-24% -$12.6M 0.33% 60
2018
Q4 		$51.9M Buy
620,255
+416,239
+204% +$34.6M 0.51% 35
2018
Q3 		$17M Buy
204,016
+68,736
+51% +$5.72M 0.17% 108
2018
Q2 		$11.3M Buy
135,280
+35,533
+36% +$2.96M 0.16% 126
2018
Q1 		$8.33M Sell
99,747
-1,869
-2% -$156K 0.11% 166
2017
Q4 		$8.52M Sell
101,616
-58,335
-36% -$4.91M 0.11% 169
2017
Q3 		$13.5M Buy
159,951
+502
+0.3% +$42.4K 0.21% 100
2017
Q2 		$13.5M Buy
159,449
+47,884
+43% +$4.05M 0.24% 89
2017
Q1 		$9.43M Sell
111,565
-22,381
-17% -$1.89M 0.19% 115
2016
Q4 		$11.3M Buy
133,946
+20,167
+18% +$1.71M 0.26% 84
2016
Q3 		$9.68M Buy
113,779
+5,388
+5% +$458K 0.23% 95
2016
Q2 		$9.25M Buy
+108,391
New +$9.21M 0.24% 93

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor Group's SHY Position: Q4 2019 in Review

Advisor Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q4 2019, selling an estimated $556K and leaving 363,573 shares worth $30.8M. The position accounts for 0.21% of the portfolio, ranked #90.

Advisor Group first reported a position in SHY in Q2 2016 and has held it in 15 quarters since. The position peaked at $51.9M in Q4 2018. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

  • Advisor Group held 363,573 shares of iShares 1-3 Year Treasury Bond ETF worth $30.8M as of Q4 2019.
  • Advisor Group sold 6,562 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $556K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.21% of Advisor Group's portfolio in Q4 2019, its #90 holding.
  • Advisor Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares 1-3 Year Treasury Bond ETF position peaked at $51.9M in Q4 2018.
  • 764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.